Steward Partners Investment Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Sell |
15,316
-640
| -4% | -$79.9K | 0.01% | 860 |
|
|
2025
Q4 | $1.95M | Buy |
15,956
+2,694
| +20% | +$309K | 0.01% | 791 |
|
|
2025
Q3 | $1.33M | Sell |
13,262
-12
| -0.1% | -$1.08K | 0.01% | 929 |
|
|
2025
Q2 | $1.1M | Sell |
13,274
-822
| -6% | -$65.6K | 0.01% | 951 |
|
|
2025
Q1 | $1.14M | Buy |
14,096
+145
| +1% | +$13K | 0.01% | 867 |
|
|
2024
Q4 | $1.26M | Sell |
13,951
-814
| -6% | -$78.9K | 0.01% | 796 |
|
|
2024
Q3 | $1.46M | Buy |
14,765
+867
| +6% | +$85.2K | 0.01% | 734 |
|
|
2024
Q2 | $1.29M | Sell |
13,898
-226
| -2% | -$20.3K | 0.01% | 727 |
|
|
2024
Q1 | $1.34M | Sell |
14,124
-850
| -6% | -$78.9K | 0.01% | 704 |
|
|
2023
Q4 | $1.34M | Sell |
14,974
-1,594
| -10% | -$118K | 0.02% | 631 |
|
|
2023
Q3 | $1.21M | Sell |
16,568
-372
| -2% | -$29.7K | 0.02% | 613 |
|
|
2023
Q2 | $1.41M | Sell |
16,940
-600
| -3% | -$50.2K | 0.02% | 581 |
|
|
2023
Q1 | $1.34M | Sell |
17,540
-692
| -4% | -$57.4K | 0.02% | 589 |
|
|
2022
Q4 | $1.51M | Sell |
18,232
-15,386
| -46% | -$1.25M | 0.03% | 535 |
|
|
2022
Q3 | $2.67M | Buy |
33,618
+14,288
| +74% | +$1.2M | 0.05% | 355 |
|
|
2022
Q2 | $1.44M | Sell |
19,330
-1,614
| -8% | -$121K | 0.03% | 534 |
|
|
2022
Q1 | $1.88M | Sell |
20,944
-2,639
| -11% | -$244K | 0.03% | 495 |
|
|
2021
Q4 | $2.64M | Buy |
23,583
+768
| +3% | +$92.6K | 0.04% | 412 |
|
|
2021
Q3 | $2.87M | Sell |
22,815
-836
| -4% | -$108K | 0.05% | 364 |
|
|
2021
Q2 | $3.2M | Sell |
23,651
-14,812
| -39% | -$1.95M | 0.05% | 337 |
|
|
2021
Q1 | $5.22M | Buy |
38,463
+13,744
| +56% | +$2.06M | 0.09% | 232 |
|
|
2020
Q4 | $3.48M | Buy |
24,719
+2,052
| +9% | +$263K | 0.08% | 261 |
|
|
2020
Q3 | $2.53M | Sell |
22,667
-62
| -0.3% | -$6.95K | 0.06% | 282 |
|
|
2020
Q2 | $2.54M | Sell |
22,729
-2,091
| -8% | -$206K | 0.07% | 259 |
|
|
2020
Q1 | $1.92M | Sell |
24,820
-1,447
| -6% | -$128K | 0.07% | 264 |
|
|
2019
Q4 | $2.5M | Buy |
26,267
+802
| +3% | +$69.4K | 0.07% | 266 |
|
|
2019
Q3 | $1.94M | Sell |
25,465
-12,133
| -32% | -$1.01M | 0.07% | 279 |
|
|
2019
Q2 | $3.3M | Sell |
37,598
-339
| -0.9% | -$28.9K | 0.12% | 182 |
|
|
2019
Q1 | $3.43M | Buy |
37,937
+8,352
| +28% | +$711K | 0.15% | 149 |
|
|
2018
Q4 | $2.12M | Sell |
29,585
-12,489
| -30% | -$1.01M | 0.1% | 213 |
|
|
2018
Q3 | $4.03M | Buy |
42,074
+1,397
| +3% | +$135K | 0.19% | 124 |
|
|
2018
Q2 | $3.87M | Buy |
40,677
+6,212
| +18% | +$571K | 0.23% | 103 |
|
|
2018
Q1 | $3.02M | Buy |
34,465
+11,261
| +49% | +$1.03M | 0.21% | 114 |
|
|
2017
Q4 | $1.97M | Buy |
23,204
+11,324
| +95% | +$949K | 0.15% | 154 |
|
|
2017
Q3 | $1.03M | Buy |
11,880
+2,762
| +30% | +$221K | 0.1% | 183 |
|
|
2017
Q2 | $703K | Buy |
9,118
+560
| +7% | +$39.7K | 0.08% | 226 |
|
|
2017
Q1 | $593K | Sell |
8,558
-328
| -4% | -$22K | 0.09% | 188 |
|
|
2016
Q4 | $525K | Buy |
+8,886
| New | +$549K | 0.24% | 99 |
|
Other funds holding XBI
Steward Partners Investment Advisory's XBI Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4% in Q1 2026, selling an estimated $79.9K and leaving 15,316 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #860.
Steward Partners Investment Advisory first reported a position in XBI in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.22M in Q1 2021. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.
- Steward Partners Investment Advisory held 15,316 shares of State Street SPDR S&P Biotech ETF worth $1.96M as of Q1 2026.
- Steward Partners Investment Advisory sold 640 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $79.9K.
- State Street SPDR S&P Biotech ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #860 holding.
- Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's State Street SPDR S&P Biotech ETF position peaked at $5.22M in Q1 2021.
- 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.